ann taylor is being set up very well. they have new leadership earlier this year. there's a lot of catalysts that are going to play out. and the multichannel model is going to continue to be a big theme into 2013. ann's primed to take advantage of that as well as urban outfitters. so we'll be looking at that. >> interesting. and joe, last comment to you. what is next year's depth, so to speak? >> bed, bath and beyond has not been acting all that well. i think they could have a decent year next year. home furnishings have been solid. a good, quality company with moderate growth ahead of it. excellent well-run company and generate a lot of free cash flow. >> if the sector gets anywhere near the amount of attention it got this year we're in for another wild ride. roxanne, joe, thank you very much. >> thank you. >> when we come back, all of these companies set to report earnings this week alone. question is, who should you bet on? we'll get a preview, tell you how you should play all the earnings action when "squawk on the street" comes right back. [ male announcer ] i